Testimonials

“Sometimes it's helpful to "dump" all of your concerns and questions in one place, and that's what you allowed me to do.  I dumped and you listened, gave input, and answered questions in a professional and non judgemental way (I needed that!).  You provided me with the information I needed to feel much more confident moving forward during this tax season.”

— Traci Townsend @fitnesswithtraci

“Sandi was extremely helpful. She was able to answer all of my questions, and I felt as though I knew the next couple of steps I needed to take to get my business started. She was able to explain things in a way that was simple and easy to understand. I would recommend anyone to set up a call with Sandi immediately!! I look forward to our next call as my business grows!”

— Mary Kate Geisinger @mkgeisinger

“Sandi is incredibly knowledgeable, patient, and takes the time to explain everything thoroughly, and in a way that is understandable. After our first appointment, I felt less stressed about my small business bookkeeping and taxes, and confident I had a better hold of finances. I would 10+/10 absolutely recommend Sandi and her services to anyone looking for great help with business finances!”

— Dr. Arlianne Scott @artistryinmotionpt

“I appreciated your non-judgmental approach to asking questions, and your genuine concern for my well-being. Money conversations tend to carry a charge, but you keep the drama out of the data and helped me to see the numbers for what they were - information to inform my future decisions! Your acknowledgment of my efforts at saving and operating on a lean budget and frugal habits allowed me to feel like I was doing much better than I had given myself credit for! Feeling like I hadn't dug myself into a hole was important mentally because I was beginning to feel like nothing was changing, but through the tracking sheet you provided me I was able to see how my income had actually been increasing every month!”

— Christina Asai @christina.asai

Our session together was very helpful and I appreciated the efficiency while being completely thorough! I came in with A LOT of questions, most unrelated to each other, and we were able to address all of them within 45 minutes. I feel much more confident in my ability to move forward managing the finances in my business with a straightforward checklist and next steps as I grow. The cost of the session was also totally worth it compared to the time and effort I would've had to put in trying to use Google or other sources! 10/10 would recommend a session with Sandi if you're feeling overwhelmed, lost, and stressed out about finances.

— Morgan Pillsbury @ridgelinephysicaltherapy